Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,048 | $154,228-81.2% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.11% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,472 | $4,804-48.5% | $4,554-45.7% | $4,156-40.5% |
| Participant deferral / active EE | $6,129 | $8,216-25.4% | $7,897-22.4% | $6,407-4.3% |
| Admin fee / account holder | $1,214 | $14,344-91.5% | $13,129-90.8% | $12,270-90.1% |